Wealth Management Professional

6 days ago

Chicago, Illinois, United States BMO Financial Group Full time
Job Description

This is a relationship management / sales / business development role. Not a leadership role.

Key Responsibilities:

  • Develops and executes the business development strategy, sales targets and the sales results for the assigned region.
  • Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
  • Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan.
  • Act as the primary Relationship Manager for assigned client relationships
  • Leads / assists with creation business proposals or presentations (e.g. relationship plans, financial plans and reviews)
  • Leads Annual Client Review with team members to evaluate changing needs, increase communication with client, and implement the client experience.
  • Produces client reports that demonstrate the value provided and assesses clients at-risk for retention.
  • Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
  • Acts as a subject matter expert on relevant regulations and policies.
  • May network with industry contacts to gain competitive insights and best practices.
  • Proactively identifies client needs and concerns to diagnose and facilitate resolution of client issues.
  • Introduces subject matter experts to the client.
  • Shares wealth solutions expertise and product knowledge across regional team.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
  • Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Acts as the prime subject matter expert for internal/external stakeholders.
  • Bridges banking, trust and investment disciplines together for client communications when the full relationship exists.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
  • Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
  • Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
  • Oversees the design, development, and implementation of tools and training required to deliver business results.
  • Leads/participates in the design, implementation and management of core business/group processes.
  • Develops and manages a business/group program.
  • Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
  • Uses an advisory-based financial planning approach to manage opportunities and relationships.
  • Supports the achievement of the business plan within the designated territory / region.
  • Collaborates effectively with internal stakeholders to build capability and drive business growth.
  • Meets high-quality service standards to maximize relationship retention and growth.
  • Develops rapport and instills confidence with the client to develop credibility and earn their trust.
  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
  • Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
  • Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
  • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
  • Implements changes in response to shifting trends.
  • Broad work or accountabilities may be assigned as needed

  • Wealth Management Professional

    2 weeks ago

    Chicago, Illinois, United States Corient Private Wealth LLC Full time

    Unlock Your Potential as a Wealth PlannerAt Corient Private Wealth LLC, we're committed to empowering talented individuals to excel in their careers. As a Wealth Planner, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Key Responsibilities:Develop and implement comprehensive financial plans,...

  • Wealth Strategist

    2 weeks ago

    Chicago, Illinois, United States Corient Private Wealth LLC Full time

    Unlock Your PotentialAt Corient Private Wealth LLC, we're on a mission to empower high- and ultra-high-net-worth individuals and families to achieve their financial goals. As a Wealth Strategist, you'll play a vital role in helping our clients navigate the complexities of wealth management and make informed decisions about their financial futures.Key...

  • Wealth Management Professional

    6 days ago

    Chicago, Illinois, United States ECG Resources, Inc. Full time

    ECG Resources, Inc. is seeking a highly skilled Wealth Management Professional to join their team and provide exceptional service to their UHNW clients.The ideal candidate will have a strong background in financial planning and/or high-net-worth tax experience, with a focus on providing excellent client service and working closely with senior advisors to...

  • Wealth Management Professional

    4 weeks ago

    Chicago, Illinois, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Professional to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing exceptional client service and developing strategic relationships with high net worth individuals and families.Key ResponsibilitiesDevelop and...

  • Wealth Management Professional

    4 weeks ago

    Chicago, Illinois, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Professional to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing exceptional client service and building strong relationships with high net worth individuals.Key ResponsibilitiesDevelop and execute business...

  • Wealth Management Associate

    2 weeks ago

    Chicago, Illinois, United States Calamos Asset Management Full time

    Job Title: Associate Wealth AdvisorAt Calamos Asset Management, we are seeking a highly motivated and experienced Associate Wealth Advisor to join our team. As a key member of our Wealth Management group, you will be responsible for providing exceptional client service and building long-term relationships with our affluent clients.Key Responsibilities:Client...

  • Wealth Management Professional

    4 weeks ago

    Chicago, Illinois, United States U.S. Bank Full time

    Job Title: Wealth Management BankerAt U.S. Bank, we're committed to helping our customers and communities thrive. As a Wealth Management Banker, you'll play a critical role in delivering exceptional client experiences and driving business growth.About the RoleThis position is responsible for developing and managing relationships with affluent clients,...

  • Wealth Management Professional

    1 month ago

    Chicago, Illinois, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through personalized advice and guidance.We believe in delivering a strong overall client experience, and our...

  • Wealth Management Professional

    7 days ago

    Chicago, Illinois, United States Old National Bank Full time

    Key ResponsibilitiesAs a Wealth Advisor at Old National Bank, you will be responsible for developing and maintaining relationships with clients, providing financial guidance and investment expertise, and working closely with a team of specialists to deliver comprehensive solutions.Key AccountabilitiesClient Relationship Management: Manage a portfolio of...

  • Wealth Management Professional

    4 weeks ago

    Chicago, Illinois, United States Northern Trust Full time

    About Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial solutions.Our CultureWe pride ourselves on our commitment to service, expertise, and...

  • Client Service Associate

    4 weeks ago

    Chicago, Illinois, United States Ritholtz Wealth Management Full time

    About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City, with a presence across the country. We're a cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative...

  • Private Wealth Manager

    3 weeks ago

    Chicago, Illinois, United States ECG Resources, Inc. Full time

    Private Wealth Advisor OpportunityECG Resources, Inc. is seeking a skilled Private Wealth Advisor to join their team and provide exceptional wealth management services to their high-net-worth clients.Key Responsibilities:Collaborate with senior advisors to deliver comprehensive wealth management advice, including tax planning, estate planning, trust...

  • Private Wealth Management Professional

    1 month ago

    Chicago, Illinois, United States First Recruiting, LLC Full time

    Job SummaryThis role is responsible for building and maintaining strong relationships with high net worth clients. The ideal candidate will work collaboratively with Relationship Managers, other Client Service Managers, custodians, and the operations department to deliver a seamless and integrated client experience.Key Responsibilities:Provide high-quality,...

  • Wealth Management Specialist

    2 weeks ago

    Chicago, Illinois, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Specialist to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to high net worth individuals and families.Key ResponsibilitiesDevelop and...

  • Wealth Management Director

    2 weeks ago

    Chicago, Illinois, United States BMO US Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Director to join our team at BMO US. As a key member of our wealth management team, you will be responsible for providing exceptional client service and developing strategic relationships with high net worth individuals and families.Key ResponsibilitiesDevelop and execute business...

  • Client Service Associate

    2 weeks ago

    Chicago, Illinois, United States Ritholtz Wealth Management Full time

    About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City with a strong presence across the country. We are a growing Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment...

  • Client Service Associate

    2 weeks ago

    Chicago, Illinois, United States Ritholtz Wealth Management Full time

    About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City with a strong presence across the country. We are a growing Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment...

  • Wealth Management Specialist

    7 days ago

    Chicago, Illinois, United States Bank of Montreal Full time

    Job DescriptionWe are seeking a highly skilled Wealth Management Specialist to join our team at the Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing exceptional client service and building strong relationships with high net worth clients.Key Responsibilities:Develop and execute business development...

  • Wealth Management Specialist

    2 weeks ago

    Chicago, Illinois, United States William Blair Full time

    Unlock Your Financial PotentialAt William Blair, we're committed to delivering exceptional wealth management services to our clients. As a Wealth Advisor, you'll play a critical role in helping high net worth individuals achieve their financial goals.Key Responsibilities:Establish and maintain relationships with high net worth investor prospectsDevelop a...

  • Wealth Management Associate

    2 weeks ago

    Chicago, Illinois, United States Northwestern Mutual - Greater Chicago Full time

    Job OverviewNorthwestern Mutual - Greater Chicago is seeking a highly skilled and experienced wealth management professional to join our team.Key Responsibilities:Build and maintain strong relationships with clients, providing exceptional service and guidance on their financial goals.Develop and implement customized investment strategies to meet clients'...